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Peter R Wittman

Redhawk Wealth Advisors, Inc.

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About Peter R Wittman

Peter R. Wittman is an investment advisor representative associated with Redhawk Wealth Advisors, Inc. Peter has been in the industry for over 15 years and is registered in Tennessee. Peter's areas of specialization include retirement, college savings, income planning, and estate planning. Peter is also a licensed insurance agent and represents several insurance companies. Peter provides financial planning services to individuals, families, and businesses. He offers both advisory and brokerage services and specializes in portfolio management for individuals and pension consulting.

Firm Information

Peter Wittman is currently registered with Redhawk Wealth Advisors, Inc.. Redhawk Wealth Advisors, Inc. is an independent financial advisory firm based in Bloomington, MN. They manage approximately $1 billion to $10 billion in assets for a diverse range of clients, including individuals, families, businesses, and institutions. Their services include financial planning, portfolio management, and pension consulting. Redhawk Wealth Advisors, Inc. is registered with the Securities and Exchange Commission (SEC) and has a team of 47 investment advisor representatives.
Redhawk Wealth Advisors, Inc.

8500 NORMANDALE LAKE BLVD

BLOOMINGTON, MN 55437

$1.82B

Assets Under Management

941

Total Clients

44

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Peter Wittman’s Registration & Firm History

TN

06/17/2014 - Present

Redhawk Wealth Advisors, Inc. (FRANKLIN TN)

SD

04/10/2014 - 10/31/2014

VARIABLE INVESTMENT ADVISORS, INC. (TEA SD)

TN

07/09/2012 - 04/01/2014

FINTEGRA, LLC (FRANKLIN TN)

TN

11/29/2005 - 11/02/2011

EQUITY SERVICES, INC. (FRANKLIN TN)

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Licenses & Designations

IA

Issued 12/22/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/09/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/31/2014

SIE - Securities Industry Essentials Examination

BC

Issued 11/28/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for Peter R Wittman. Review regulatory record here.
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